Managing Groups

Groups can be created to organize User records based on the structure of your organization and then used in IQ to route Workflow records, grant access to certain Workflow functions and set up Document Approval.

To create a new Group:

1. Click the Admin tab.

2. Click the Groups submenu link.

3. Select the Add Group action. IQ displays the New Group record page.

4. Type the name of the group, up to 25 characters, in the Group ID field. The ID field is a required field.

5. Type a description of the group in the Description field, if one is needed.

6. Select the Add Another action to add another group or select Save and Close if no additional groups need to be created.

To search for a Group:

1. Click the Admin tab.

2. Click the Groups submenu link.

3. Select Active, Suspended or Active and Suspended from the Search Groups for drop-down list and click the Go button.

OR

Select Active, Suspended or Active and Suspended from the Search Groups for drop-down list and type the first letter or letters of the group name in the text field and click the Go button.

To change a Group for multiple users:

1. Search for users using a quick or advanced search.

2. On the Search Results page, select the check box next to user records you would like to update the department.

3. Select the Copy Profile action. IQ displays the Copy Profile dialog.

To suspend a Group:

1. Search for the Group.

2. Click the check box next to the Group to be suspended.

3. Select the Suspend action.

4. Click the OK button to confirm.

Note: Suspending a Group removes it from the list of active Groups and prevents users from being added to the Group.  It does not suspend users associated with the Group.

To delete a Group:

1. Search for the Group.

2. Click the check box next to the Group to be deleted.

3. Select the Delete action.

4. Click the OK button to confirm the deletion.